Walk patients and clinicians through insurance paperwork instantly.
CMN forms, prior-auth checklists, and Letters of Medical Necessity generate the same questions every day. Chatref answers from your own documentation guides so your team stops repeating themselves and patients move faster.
Featured on
Why it matters
The problem this solves.
The challenge
Patients and clinicians ask the same documentation questions repeatedly.
What it costs
Staff walk through CMN and prior-auth steps dozens of times a week.
The Chatref way
Chatref answers from your checklists and guides – freeing your team for exceptions.
The Chatref solution
How Chatref handles documentation questions.
A patient or clinician asks what documentation is needed for a prior-auth. Chatref reads your checklist, walks them through each requirement step by step, and points them to your templates – without making any coverage representation or offering clinical guidance.
Real questions
What Chatref answers here.
What documents does my doctor need to send for prior authorisation?
What goes on a Certificate of Medical Necessity for a hospital bed?
How do I get a Letter of Medical Necessity for my CPAP machine?
What is the standard written order requirement for oxygen?
Which payers require a face-to-face visit note for power wheelchairs?
How long does prior authorisation usually take for mobility aids?
Loved by support teams
DME teams, cutting the documentation walkthrough cycle.
How medical equipment suppliers use Chatref to answer CMN and prior-auth questions before they reach the team.
Prior-auth and CMN questions used to dominate our intake calls. Chatref answers them from our own checklists and patients arrive with the right paperwork already in hand. Our submission error rate dropped in the first month.
Referring physicians now get documentation requirements at any hour. We no longer miss Friday-afternoon orders because the doctor couldn't reach us.
It walks through our own CMN checklist, in our own words. Clinicians trust it because it matches what our intake team has always said.
of documentation questions answered without a staff walkthrough
Spanish-speaking patients now get the same prior-auth walkthrough as English speakers. Incomplete submissions from that cohort are down significantly.
Will Chatref tell patients whether their insurance covers a device?
No. Chatref answers only from your content – documentation steps, checklists, and required forms. It does not make coverage representations or offer clinical guidance.
Which documentation types can I load into the knowledge base?
You can add CMN guides, prior-auth checklists, LMN templates, and SWO requirements. The more specific your content, the more useful the answers.
Can referring physicians use this too?
Yes. Clinicians get the same documentation guidance as patients – order requirements, SWO formats, and checklist steps – any hour, without playing phone tag with your intake team.
What happens when a question needs a compliance or billing review?
Chatref hands it off to your team via the shared inbox with full chat history, so your billing or compliance staff picks up with context already in hand.
How long does it take to set up?
Minutes. Upload your checklists and documentation guides, drop the widget on your site, and it is ready to answer the first prior-auth question.
Make documentation the easy part of every DME order.
Upload your CMN and prior-auth checklists, drop in one snippet, and let Chatref walk patients and clinicians through paperwork steps around the clock – free to start.
Part of Chatref for Medical Equipment Suppliers · Healthcare hub · pricing.